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This procedure explains how to allocate specific assets and deductions to beneficiaries on the Beneficiary Asset Reconciliation Worksheet.

To allocate an asset to a single beneficiary:

1. Click the Beneficiary folder, then click the Names tab.
2. Enter the beneficiary information under Identify Spouse, Beneficiary, Executor, Representative.
3. In the Asset folder, under General Information, choose a beneficiaries’ name who is not the Surviving Spouse or a Trust beneficiary receiving QTIP property from the drop-down menu in the Beneficiary / ratio field.

To allocate an asset among multiple beneficiaries:

1. Click the Beneficiary folder, then click the Names tab and enter beneficiary information under Identify Spouse, Beneficiary, Executor, Representative section.
2. For each beneficiary who is not the Surviving Spouse or Trust beneficiary receiving QTIP property, click the Bene tab and create a ratio. The selected beneficiary is listed on the top of the Bene tab.
3. To access the Bene tab for a different beneficiary, click the Names tab twice, select the appropriate beneficiary, then click the Bene tab again. You can also select a beneficiary from the folders block.
4. Click the Asset folder, under General Information, choose the beneficiaries’ name from the drop-down menu in the Beneficiary / ratio field.

To allocate deductions to beneficiaries:

1. Click the Schedule folder, then click the A-L tab.
2. Select a ratio in the Bene / Ratio column in the statement dialogs for the Expenses and Debts and Losses sections to allocate deductions to beneficiaries.

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